• Comment: Being that I previously declined this, I will leave for another reviewer. However, I do not currently see any reference that meets WP:ORGCRIT. If you read that guideline it would be helpful for you to know the sources needed to establish notability. CNMall41 (talk) 18:45, 10 September 2024 (UTC)
  • Comment: There is far too much reliance on press releases. We cannot use sources written by the company for statements of fact in Wikipedia's narrative voice. See WP:Golden Rule. These statements and citations should be removed. ~Anachronist (talk) 17:04, 22 August 2024 (UTC)
  • Comment: Would need a substantial cleanup for tone and promotional wording prior to consideration. An example is having individual sections which read as if it is the company's own website. Think of what Wikipedia readers would like to know, not what the company wants readers to know. CNMall41 (talk) 17:01, 22 August 2024 (UTC)

Titan Wealth
Company typePrivate
IndustryFinancial Services, Investment Management, Custody
Founded2020
Headquarters101 Wigmore Street, London W1U 1QU
Area served
Worldwide
Key people
James Kaberry – Co-CEO Andrew Fearon – Co-CEO
ServicesWealth Management

Financial Planning Investment Management Corporate Services

Custody & Clearing
AUM£17.4 billion
OwnerAres Management Parthenon Capital
Number of employees
750
Websitewww.titanwealth.com

Titan Wealth is a privately-owned financial services company headquartered at 101 Wigmore Street, London, United Kingdom. Founded in 2020 [1], the company offers a range of financial services, including investment management, financial planning, Custody, Clearing, Settlement, and Technology services.

History

edit

Titan Wealth was established in 2020 by James Kaberry, Andrew Fearon, Ken Coveney, and Damian Sharp. Kaberry previously set up Pantheon Financial, one of the UK’s largest IFA Groups.[2]

The company initially received backing from Ares Management, a global asset management platform with more than £295 billion in assets under management, and Maven Capital, alongside Hambleden Capital, the family office of the Sarikhani Family.[3] In 2023, Maven Capital Partners exited the majority of its position, and Parthenon Capital Partners took over a majority stake, providing resources for further expansion. [4]

As of 2024, Titan Wealth manages £17.4 billion in assets[5] and employs 750 people [6] across its offices in the UK, Europe, the Middle East, Asia, and Australia. [7]

Acquisitions

edit

Since its inception, Titan Wealth has expanded through a series of major acquisitions. These include GPP (£2bn in AUM) in June 2021 [8], Tavistock Wealth (£1bn in AUM) in August 2021 [9], and Square Mile Investment Consulting and Research Ltd (£2.6bn in AUM) in June 2023 [10].

In February 2022, Titan Wealth bought Cardale Asset Management, based in Harrogate, United Kingdom.[11] In October 2023, the company was identified by the Daily Telegraph as having delivered the best returns for investors over a three-year period. [12] Titan Wealth rebranded Cardale to Titan Private Wealth in January 2024. [13]

References

edit
  1. ^ "TITAN WEALTH HOLDINGS LIMITED overview - Find and update company information - GOV.UK". find-and-update.company-information.service.gov.uk. Retrieved 2024-09-10.
  2. ^ "Ares Management and Maven Capital Partners back acquisitive new business". www.ft.com. Retrieved 2024-09-10.
  3. ^ "Ares Management and Maven Capital Partners back acquisitive new business". www.ft.com. Retrieved 2024-09-10.
  4. ^ "GP Profile: Maven Capital Partners". Real Deals. Retrieved 2024-09-10.
  5. ^ "PE-backed Titan Wealth continues acquisition spree". citywire.com. Retrieved 2024-09-10.
  6. ^ "Titan Wealth Holdings". Retrieved 10 September 2024.
  7. ^ "Titan Wealth reaches £20bn in assets with latest acquisition". www.ftadviser.com. Retrieved 2024-09-10.
  8. ^ "Financial institutions M&A: Asset/Wealth Management | White & Case LLP". www.whitecase.com. 2021-09-20. Retrieved 2024-09-10.
  9. ^ "Financial institutions M&A: Asset/Wealth Management | White & Case LLP". www.whitecase.com. 2021-09-20. Retrieved 2024-09-10.
  10. ^ "Sector trends - September 2023: Asset/Wealth Management | White & Case LLP". www.whitecase.com. 2023-09-18. Retrieved 2024-09-10.
  11. ^ Vallely, Lois (2022-02-22). "Titan Wealth buys Cardale Asset Management". Money Marketing. Retrieved 2024-09-10.
  12. ^ Gifford, Charlotte (2023-10-05). "Revealed: the wealth managers with the best investment returns". The Telegraph. ISSN 0307-1235. Retrieved 2024-09-10.
  13. ^ "Titan Wealth Group rebrands Cardale Asset Management to Titan Private Wealth". Harrogate District Chamber of Commerce. Retrieved 2024-09-10.
edit